Kuvera: MFs, FDs, Stocks

Kuvera

About this app

Online investing simplified. Built by data-driven ex-money managers & techies to make investing easier, faster and better.

ONE APP. FOR ALL INVESTING NEEDS.

✅ Mutual Funds: Start SIP in 5000+ direct MF plans.
✅ Fixed Deposits: Range of FDs, book online FD in mins.
✅ Stock market: Invest in shares listed on NSE and BSE.
✅ Employee Provident Fund: Link your UAN to track EPF balance.
✅ Gold: Add gold bought externally to track gold investments.


FINANCIAL PLANNING. SIMPLIFIED.

👍 Goal Planning: Set financial goals like buying home, retirement, child’s education etc. with our goal-planning feature.

👍 Family account: Create a joint account or individual account under a single login as a family account. Manage your parents’ investments, or invest with your spouse.

👍 Smart analytics: Get insights on your investments for smarter decisions. Analysis of your asset allocation, portfolio XIRR and comparison with peers.

👍 Plan for emergencies with SaveSmart: Invest in Liquid MFs, withdraw up to ₹2 lakhs within 30 minutes.


SAVE MORE. CREATE MORE WEALTH.

√ Save 35% over 20Y with direct MFs. Pay ZERO commission.

√ Save upto ₹10,000 in LTCG taxes every FY with Tax Harvesting.

√ Save tax with ELSS mutual funds from all AMCs.

√ Least tax & exit load on switching or redeeming MFs with TradeSmart.


INVEST IN MUTUAL FUNDS

- Start SIP within mins. 5000+ direct MFs from all AMCs like SBI Mutual Fund, ICICI Prudential MF, HDFC MF, Birla Sun Life MF, Nippon India MF, Axis MF, Mirae Asset MF, Tata MF & more.

- Funds across all categories like Equity (Large cap, Mid cap, Small cap), Debt, Hybrid, Solution oriented, and other schemes like Index Funds, ETFs, Fund of Funds & Balanced funds.

- Make smart investment decisions. Compare fund's performance to index (Nifty 50, Nifty Next 50, Nifty MidCap 100, Nifty SmallCap 100), category & peers. Or, add a fund for comparison.

- Invest Lump sum, set up SIP, Systematic Transfer plan (STP) & Systematic Withdrawal Plan (SWP).

- Switch from regular to direct MF plans for free, earn up to 1.5% higher returns

- Seamless import of external investments through Consolidated Account Statement (CAS).

- Know what’s popular in the smart investor community with most bought, most sold & most watchlisted MFs and FDs.

- Extra rewards on redemption of Mutual Funds, get 1% more on the amount you transfer to Amazon Pay Balance.

- Get all transactions & reports for ELSS and Capital Gains.


BOOK ONLINE FDs

- Your Fixed Deposit app.

- Easy online FD booking.

- Check FD rates from a wide range of bank & NBFC fixed deposits.

- Book Bajaj Finance FD, Shriram Finance FD, Mahindra Finance FD, Axis Bank FD. More coming soon.


STOCK MARKET INVESTING MADE EASY

- Buy & sell shares on NSE Nifty 50 & BSE Sensex with live share price movements.

- Track stock portfolio, import from brokers and demat a/c like Zerodha, Upstox etc, or upload your CAS from CDSL or NSDL.

- Get latest share price, top gainers and losers, 52 week high and low, 1 year & 5 year returns, dividend yield, market cap, volume, financial statements & other fundamentals.

- Get rich insights, compare with peers through intuitive charts.


IN SAFE HANDS

- 128-bit Bank-grade encryption for data safety
- ISO/IEC 27001:2013 certification
- SEBI registered investment advisor


Happy to help :) Write to [e-mail]

AREVUK Advisory Services Pvt Ltd | SEBI Registration No. INA200005166
DISCLAIMER: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. The securities quoted are for illustration only and are not recommendatory.

Ratings and reviews

Recently I have had horrible experience trying to complete transactions. After selecting the debit card and entering CVV, the screen just goes blank with a white background and section of screen on top center has a blue something. You think it is working, but it isn't. I got the OTP, but the screen never refreshed to complete the transaction.

First of all, I really appreciate the hard work of kuvera team behind this. I'd like to make a couple of suggestions (1) Please add the "consolidated view" option for family accounts in the app. You have this option on desktop site. (2) The navigation menu is not fully displayed in the app. (3) You may also try adding other additional info about the mutual funds, like turnover rate, alpha, beta score etc.

The Kuvera app is very good and has a easy navigation. It introduced the easy access to direct MF to the masses. One issue I see recently is that the font size in the app is very small. They should give an option to increase the font size. Else it becomes difficult to use for the 40+ years folks.

What's new

Everything, really. * A brand-new interface. * Introducing Jini, your coach for smarter goal planning. * Live market updates * Deep clean of bugs. * And more